Senior Financial Planning Expert

1 week ago


Alliston, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a Senior Financial Planning Expert to join our team at Scotiabank. As a key member of our team, you will be responsible for building strong customer relationships and providing expert advice on financial planning strategies.

Estimated salary range: $80,000 - $120,000 per year, depending on location and experience.

Job Description

The ideal candidate will have a proven track record of meeting and exceeding sales targets in a fast-paced environment. You will be expected to:

  • Take a proactive approach to understanding customer needs and provide relevant insights and expert advice
  • Educate customers on personal and commercial banking, wealth management, and private banking solutions
  • Develop comprehensive plans using a holistic approach to help customers achieve their goals
  • Nurture strong, long-standing relationships with customers
  • Develop and implement business growth strategies that support a positive customer experience
Required Skills and Qualifications

To succeed in this role, you will need:

  • A Mutual Funds license and completed CIFP Diploma
  • Strong communication and interpersonal skills
  • Ability to work in a team-oriented environment
  • Proven ability to meet and exceed sales targets
Benefits

We offer a competitive compensation package, including:

  • Base salary: $80,000 - $120,000 per year
  • Bonuses and commissions based on performance
  • Ongoing training and development opportunities
  • A collaborative and inclusive work environment
Location

This role is available in various locations across Canada, including Alliston, Angus, Barrie, Bradford, and Collingwood.



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